How do I create CallRail data sources?

You can set up a connection between Klipfolio Klips and your CallRail data to display your call tracking and recording metrics on a dashboard.

This article includes:

• Options for visualizing my CallRail data
• Connecting my CallRail data in Klipfolio
• Adding a CallRail pre-built data source
• Creating a CallRail custom-built data source
• Creating a CallRail custom Klip
• More about CallRail's API and queries

What options do I have for visualizing my CallRail data?

Create data visualizations based on pre-built options or build your own. The choice is yours!

Pre-built by Klipfolio

In collaboration with industry experts and adhering to current best practices and trends, Klipfolio focuses on getting the most out of your data and presenting it in meaningful, actionable visualizations. Our pre-built data sources can act as a complete solution or as a starting point toward custom building.

• CallRail pre-built data sources: Data sources provide the foundation for Klip building, so we suggest you create a data source as a first step (before building Klips and adding them to your dashboard). Our pre-built data sources focus on the most sought-after CallRail data and are found on the Service Connectors page, available from this link or from your list of data sources. When you select a service connector from this page, the data source for that service is automatically added.

Custom-built by you

Taking the time to learn how to create your own data sources and Klips unlocks your data and enables you to control, manipulate, and transform it, leading you to unprecedented insights into your business.

• Custom data sources: When you create a custom data source, you can either use the pre-built data source as a starting point from which to write your own query or you can write your own queries from the ground up and build a data source from scratch. You create custom-built data sources from the Service Connectors page, accessible from this link or from your list of data sources.
• Custom Klips: Using our Klip Editor, you can construct and manipulate your data, including integrating multiple data sources, to produce unique, custom-built data visualizations. You create custom Klips from either your list of Klips or your Dashboard.

Regardless of whether you choose pre-built, custom-built, or a combination of both, before you can start building Klips and dashboards you need to connect to CallRail data in Klipfolio.

How do I connect to CallRail data in Klipfolio?

To connect your CallRail data to Klipfolio, you will need your CallRail API Key and your Account ID.

To get the right data from CallRail, you use your CallRail API Key and Account ID in the queries provided by Klipfolio or in your own query when building data sources.

How do I find my CallRail API Key?

To find your CallRail API Key:

1. Sign in to CallRail and select an account.
2. Click your account name in the top left corner.
3. Select My Profile.
4. Under Security, click API Keys.
5. Click Create API V3 Key.
   Note: API V3 keys are only visible for 15 minutes after creation. If you lose your API Key, you can create a new one.

How do I find my CallRail Account ID?

Your CallRail Account ID is the nine digit number following /a/ in the URL displayed in your browser when viewing the CallRail dashboard.

How do I add a CallRail pre-built data source?

To add a CallRail pre-built data source:

1. Navigate to the Service Connectors page in Klipfolio and choose CallRail from the list.
2. Select a pre-built data source from the left section of the Choose a pre-built or custom connection page.
3. On the Configure your data source page, enter your CallRail API Key and select your CallRail Account from the drop-down list.
4. Click Get data or, if you want to modify the pre-built data request, click Switch to Custom settings.
   Note: If you switch back to the Basic settings page after making changes in the Custom settings page, your changes will not be saved.
5. Ensure this is the data you’re looking for. Optionally select the checkbox to Model your data. Learn more about modelling data sources.
6. Click Continue.
7. Name, choose refresh settings, and, optionally, share your data source.
8. Click Save.

If you clicked Switch to Custom settings:

1. On the Configure your data source page, modify the Query URL to get the data you want. You can use the existing information in the Query URL text box as a base. It was auto-filled based on the pre-built data source you selected on the Choose a pre-built or custom connection page.
2. Click Get data.
3. Ensure this is the data you’re looking for. Optionally select the checkbox to Model your data. Learn more about modelling data sources.
4. Click Continue.
5. Name, choose refresh settings, and, optionally, share your data source.
6. Click Save.

How do I create a CallRail custom-built data source?

To create a CallRail custom-built data source:

1. Navigate to the Service Connectors page in Klipfolio and choose CallRail from the list.
2. On the Choose a pre-built or custom connection page, click Create a custom CallRail data source.
3. Edit the Query URL to return the data you need, for example, replace <account_id> with your CallRail Account ID. Refer to the CallRail API documentation for details.
4. Under Query Parameters, at Value replace <apiKey> with your CallRail API Key.
5. Click Get data.
6. Ensure this is the data you’re looking for. Optionally select the checkbox to Model your data. Learn more about modelling data sources.
7. Click Continue.
8. Name, choose refresh settings, and, optionally, share your data source.
9. Click Save.

How do I create a CallRail custom Klip?

You create custom Klips from either your list of Klips or your Dashboard. You choose a data visualization format, for example, a pie chart, gauge, or table, and decide whether you want to use an existing data source or create a new one. In the Klip Editor, there are limitless opportunities to modify, relate, and display your data. See the following related articles for more information and get building!

• The Klip Editor
• Build a custom Klip

More about CallRail's API and queries

Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn your service’s API to create queries for the data you want, your possibilities are endless. Here’s a quick overview video on APIs and Klipfolio:

Klipfolio API's 101

If you need assistance using APIs, enlist a data analyst or developer.

Refer to the CallRail API documentation to discover more data requests.

See the reference table below for API related information and sample queries.

Related articles

• Introduction to data sources
• Connect your data
• About JSON and XML data sources
• Guide to REST API data sources